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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,062 | $132,099-91.6% | $115,599-90.4% | $138,895-92.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.3%+5.7pp | 79.9%+0.1pp |
| Annual return | 24.45% | 176.76%-152.3pp | 111.10%-86.6pp | 145.39%-120.9pp |
| Employer contribution / active EE | $1,193 | $3,416-65.1% | $2,955-59.6% | $4,194-71.6% |
| Participant deferral / active EE | $2,059 | $5,617-63.3% | $4,889-57.9% | $6,396-67.8% |
| Admin fee / account holder | $228 | $15,650-98.5% | $12,841-98.2% | $12,562-98.2% |